Privacy & Security

At Sunflower CFO, we understand that financial data requires the highest level of security and confidentiality. As your trusted partner, we maintain strict protocols to protect your organization's sensitive information.

Our Commitment

We take a comprehensive approach to protecting your data:

• Partner only with reputable technology providers who demonstrate strong security practices
• We collect only the information necessary to provide and improve our services. This may include name, email address, and other information. The information collected is used solely for communicating with the intended party. We do not sell, rent, or share this information with any third parties. (unless required by law)
• Exercise professional care in all communications and document handling
• Protect your organization's business information and records

How We Handle Your Information

Secure Portal

We use a secure client portal for sensitive documents containing, social security numbers, personal identifying information, and other confidential materials requiring enhanced security

Email Communication

While email is commonly used for day-to-day communication and document sharing, we cannot guarantee its security. We exercise professional care but are not liable for any loss or disclosure resulting from email use. Please be mindful when sending sensitive information.

Virtual Meetings

We conduct meetings through Zoom, offering: convenient remote collaboration, screen sharing capabilities, and flexible scheduling options. 

Document Management

• We maintain workpapers according to professional standards
• Any original paper documents are returned or shredded once work is complete, electronic documents may be stored in accordance with document retention requirements.
• We recommend you maintain copies of all important documents
• Upon service termination, you'll need to assume responsibility for any      third-party services within 15 days

Working Together

To maintain security while keeping things practical:

• Use our secure portal for sensitive personal information
• Keep your login credentials protected
• Let us know if you have specific security concerns
• Follow basic email safety practices